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Serials questions and considerations

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Who?

  • Evolved from Data alignment through serials, receiving, inventory and discovery ad hoc group
  • We need SMEs in the area of serials management with an understanding of FOLIO
    • PO?
    • SIG convener?

Why?

  • Noticing a marked increase in print serials activity
    • Claiming
    • Binding
    • Routing
  • Currently duplicating a LOT of data in FOLIO - not the original vision (Copy number, Enumeration & Chronology exist in Receiving and Inventory)
    • Multiple fields (will) make up enumeration in forthcoming records
  • Is our approach working?
  • Conversations happening in multiple places (e.g. ACQ SIG and MM SIG)

What are our goals? What are the risks?

  • Does data need to be stored in inventory?
  • How do we expose it to discovery?
  • How do we "reunify" the data?
  • Implications on search?
  • Single store/multiple stores?
  • Required elements?
    • Managing serials and monographs in the same structures
    • Not every library uses every application - applications should be self-contained
  • What data is the "source of truth"?
    • Data flow: POL → Receiving → Inventory (assuming all 3 are in use)

Design constraints

  • Each module needs to be able to stand on its own and operate independently of other modules
  • Need architectural assessment
  • MARC as primary export mechanism
    • Alternate: EDGE-RTAC (how Locate gets FOLIO data)
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